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Top Financial Advisors in Los Angeles, CA

Top Financial Advisors in
Los Angeles, CA

We strategically compiled top financial advisory firms in the Los Angeles area to not only save you time, but also help you find a knowledgeable, local financial advisor.

Senior Finance Advisor Top Financial Firms in Los Angeles, CA

Top Financial Advisors in Los Angeles

These top financial advisory firms in Los Angeles were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Los Angeles can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

These top financial advisory firms in Los Angeles were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Los Angeles can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

Financial Advisor Financial Services Assets Managed
1 . Financial Engines Advisors
  • Retirement Planning, Portfolio Management, Investment Advisory
$169,000,000,000
Read Our Review
2 . Mercer Global Advisors Inc.
  • Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
$11,053,472,525
Read Our Review
3 . KLS Professional Advisors Group
  • Financial Planning, Investment Management, Estate Planning
$5,848,741,213
Read Our Review
4 . Churchill Management Group
  • Financial Planning, Portfolio Management, Wealth Management
$5,500,283,541
Read Our Review
5 . Freestone Capital Management, LLC
  • Investment Management, Financial Planning, Retirement Planning, Insurance, Corporate Benefits
$4,689,552,671
Read Our Review
6 . Index Fund Advisors Inc.
  • Financial Planning, Risk Management, Portfolio Management
$3,572,355,741
Read Our Review
7 . EP Wealth Advisors
  • Financial Planning, Tax Planning, Business Planning, Life Transition Planning, Investment Management, Retirement Planning, Estate Planning, Financial Education
$3,600,000,000
Read Our Review
8 . Massey, Quick & Co.
  • Financial Planning, Investment Management, Tax Management, Estate Planning
$2,975,554,906
Read Our Review
9 . Halbert Hargrove
  • Wealth Protection, Estate Planning, Financial Planning, Charitable Gifting, Special Family Situations
$2,523,343,132
Read Our Review
10 . Beacon Pointe Wealth Advisors
  • Private Wealth Management Services, Institutional Consulting Services, Retirement Plan Consulting Services, Advisor Partnership Opportunities
$2,250,144,680
Read Our Review

How do we make our selections?


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Reputation

Reviews that the firm has received.


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Trusted

Firms manage at least $100 Million in assets.


Expertise

Expertise

Firms provide financial planning and investment services.


Shield

Integrity

Firms are fee-only.

Find an Advisor Near You

Financial Firms Overview

The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.

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1. Financial Engines Advisors


21550 W Oxnard Street Suite 950

Woodland Hills WA 91367

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About Financial Engines Advisors

Financial Engines is an award-winning financial planning and investment management firm that was founded in 1996 and has been providing individuals, families and Fortune 500 companies financial guidance ever since. They provide the convenience of a local service but offer national resources. The investment advisory firm offers fiduciary services, meaning they are legally and ethically required to put client interests before their own.

Financial Engines is America’s largest independent investment advisor firm and is ranked #1 for quality in 2018 Barron’s.* They cater financial portfolios and plans based on their clients’ unique needs. Their advisors help you strategize a personal investment plan so you can reach your financial goals and communicates progress toward goals over their clients’ investment time horizon.

In 2018, they merged with Edelman Financial Services. Financial Engines remains the brand in the company’s workplace business, and is the largest independent registered investment advisor in the nation today, serving over 1 million people with over $150 Billion assets under management. Edelman Financial Engines has additional California locations in Anaheim, Costa Mesa, El Segundo, Irvine, Pasadena and Torrance.

Number of Advisors:

939


Time in Business:

Founded in 1996


Offers Fiduciary Services:

Yes

Specialties:

Retirement Planning, Portfolio Management, Investment Advisory


Advisors Minimums:

Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.

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2. Mercer Global Advisors Inc.


15233 Ventura Boulevard, Suite 1140

Sherman Oaks CA 91403

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About Mercer Global Advisors Inc.

Mercer Global Advisors offers comprehensive wealth management services to help clients with all aspects of their financial life. Their founder, Kendrick Mercer started the firm as a law practice in 1985 to work with clients to give them the best service possible and deliver economic freedom so “they don’t have to worry about money.” The Los Angeles office has been in business since 2008.

As a full-service wealth management firm, the firm looks at your financial life holistically by blending investment advice, financial planning and real-life goal-setting. The Seattle team of wealth management experts includes Certified Financial Planners, investment advisors and strategists, estate planners, attorneys and Certified Public Accountants. The advisors follow the fiduciary standard to put clients’ needs and interests first, and they have been successful for over 30 years helping families navigate their financial needs from starting out in life and building financial portfolios to enjoying retirement.

Mercer Global Advisors uses a transparent, fee-only model and a trusted custodian. The annual management fee for ongoing portfolio management services is negotiable.

Number of Advisors:

238


Time in Business:

Founded in 1985


Offers Fiduciary Services:

Yes

Specialties:

Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee


Advisors Minimums:

Requires a $250,000 minimum investment.

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3. KLS Professional Advisors Group


2049 Century Park East

Los Angeles CA 90067

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About KLS Professional Advisors Group

KLS Professional Advisors Group is an investment management firm that focuses on the client needs as they “don’t sell” but “manage and advise” according to their website. The firm was founded in 1989 on the premise that financial advice should not be influenced by the incentive to sell products and they follow the fiduciary standard that focuses on meeting clients’ unique needs. Their core mission is to “provide smart, unbiased advice while integrating and executing on all aspects of a person’s financial affairs.”

KLS Professional Advisors Group federally registered in 2004, uses a transparent fee-only model, a trusted custodian and has over 6 Billion in assets under management. The investment advisory firm in New York focuses on the “KLS Advantage” which focuses on comprehensive advice and expertise on all aspects of financial affairs, unbiased solutions that serve the clients’ best interest and follow through to implement financial strategy and decisions.

Number of Advisors:

55


Time in Business:

Founded in 2004


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Investment Management, Estate Planning


Advisors Minimums:

$1,000,000 minimum required investment.

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4. Churchill Management Group


5900 Wilshire Boulevard Suite 400

Los Angeles CA 90036

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About Churchill Management Group

Churchill Management Group is a registered investment advisor firm that focuses on investing from both a top-down and bottom-up perspective. The fee-based firm has been a trusted name in the wealth management industry since it was founded in 1963, so it has a plethora of experience guiding clients through both bull and bear markets. The firm has 56 advisors on staff with a number of financial certifications.

Churchill’s investment philosophy is centered on the belief that financial markets and economic environments move cyclically. The firm believes that different investments provide different results depending on the point of the market cycle. So, Churchill views the market cycle as a reference point for its investment decisions for clients.

The firm primarily invests its clients in equity and equity-related securities that are publicly traded. Churchill offers eight different securities management strategies: premier wealth tactical and premier wealth tactical core, ETF sector rotation, premier wealth tactical core/ ETF sector rotation, equity growth and value, equity dividend income, maximum growth tactical, tactical opportunity and balanced accounts with each equity strategy, aside from maximum growth tactical.

The firm has a required minimum investment of $750,000 and was named No. 1 independent financial advisor in the nation by Barron’s* in 2016.

Number of Advisors:

56


Time in Business:

Founded in 1963


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Portfolio Management, Wealth Management


Advisors Minimums:

Required minimum investment of $750,000.

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5. Freestone Capital Management, LLC


205 East Carrillo Street, Suite 217

Santa Barbara CA 93101

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About Freestone Capital Management, LLC

Freestone Capital Management is a 100% employee-owned wealth management firm that manages nearly $4.7 Billion for its clients. Clients range from a mix of families, high-net-worth individuals, investment vehicles, charitable organizations, corporations and pension and profit-sharing plans.

Services offered by Freestone Capital Management include investment advising, private funds, financial planning, retirement plan solutions, insurance, college planning and corporate benefits. Though there is technically no minimum investment, the firm seeks clients who want to have at least $1 million in discretionary assets.

Advisors at Freestone Capital Management seek to build a portfolio with a proper balance of risk and reward, based on what the client wants and what the client’s financial goals are. The firm’s strategy is summed up in the motto “stay wealthy.” There are California offices in Santa Barbara, San Francisco and Sunnyvale.

Number of Advisors:

65


Time in Business:

Founded in 1999.


Offers Fiduciary Services:

Yes

Specialties:

Investment Management, Financial Planning, Retirement Planning, Insurance, Corporate Benefits


Advisors Minimums:

Minimum investment of $1 Million.

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6. Index Fund Advisors Inc.


19200 Von Karman Avene Suite 150

Irvine CA 92612

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About Index Fund Advisors Inc.

Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.

Founded in 1999, IFA is a Registered Investment Adviser that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. According to their website, Index Fund Advisors helps “guide investors through all life and retirement stages by taking a personalized approach to matching people with portfolios while providing a full range of wealth services.”

Headquartered in Irvine, California, Index Fund Advisors has 45 advisors with a certifications and credentials in many areas and offers a low minimum investment of $100,000.

Number of Advisors:

45


Time in Business:

Founded in 2000.


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Risk Management, Portfolio Management


Advisors Minimums:

Minimum investment of $100,000.

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7. EP Wealth Advisors


250 Lafayette Circle Suite 203

Lafayette CA 94549

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About EP Wealth Advisors

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $4 billion in client assets under management. The firm specializes in client-centric financial planning and investment management services. The firm, which is based in California, has been around for nearly thirty years and has been offering fiduciary services in the greater Seattle area for nearly twenty years.

EP Wealth Advisors is fee-only and offers integrated and personalized financial services that cover everything from your retirement portfolio, mortgage, taxes and insurance so that you get ‘big picture’ information for your financial planning strategizing. Their “Peace of Mind Planning Model” works with clients to understand their finances from the goal setting and strategy phase through the implementation and monitoring phase.

EP Wealth Advisors also created a Women’s Initiative in 2016 to help women not only become more financially literate, but also to help close the gender pay and investing gaps in the U.S. The financial advisory firm requires a $500,000 minimum investment and charges a blended rate between 1.00 percent and 0.65 percent for ongoing portfolio management services, depending on the size of your portfolio.

Number of Advisors:

71


Time in Business:

Founded in 1987


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Tax Planning, Business Planning, Life Transition Planning, Investment Management, Retirement Planning, Estate Planning, Financial Education


Advisors Minimums:

Advisor minimum of $500,000.

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8. Massey, Quick & Co.


11100 Santa Monica Blvd Suite 1910

Los Angeles CA 90025

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About Massey, Quick & Co.

Massey Quick Simon is a fee-only firm managing nearly $3.03 billion for clients. Most of the individual clients of the firm are high-net-worth, though not all. Institutional clients include pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisors, insurance companies and other corporations.

Number of Advisors:

53


Time in Business:

Founded in 2004


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Investment Management, Tax Management, Estate Planning


Advisors Minimums:

$500,000 minimum account size.

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9. Halbert Hargrove


111 W Ocean Blvd Suite 23

Long Beach CA 90802

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About Halbert Hargrove

Halbert Hargrove has been servicing clients for over thirty years, is a registered investment advisor in 13 states and has over $2.5 Billion in assets under management. The financial advisor firm caters to high-net-worth clients and their goal is to “help clients feel confident and supported” in all their investing and asset management needs.

Halbert Hargrove has built a strong reputation as a top adviser on every dimension of their clients’ wealth by helping to build ideas investment portfolios based on unique financial needs. That includes applying forward-thinking investment strategies, and bringing in outside expertise when needed. Their website states they “anticipate client risks and execute wisely, keeping a steady eye on the future.”

Halbert Hargrove requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Number of Advisors:

44


Time in Business:

Founded in 1988


Offers Fiduciary Services:

Yes

Specialties:

Wealth Protection, Estate Planning, Financial Planning, Charitable Gifting, Special Family Situations


Advisors Minimums:

$1,000,000 minimum investment

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10. Beacon Pointe Wealth Advisors


11601 Wilshire Blvd Suite 1600

Los Angeles CA 90025

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About Beacon Pointe Wealth Advisors

Beacon Pointe Wealth Advisors is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance. The financial advisory firm is headquartered in California, with regional offices across the U.S.

Through shared ownership and affiliation with Beacon Pointe Advisors (BPA), one of the nation’s largest independent registered investment advisors, Beacon Pointe Wealth Advisors allows its partners to leverage BPA’s resources and is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers. Beacon Pointe Advisors’ mission is to provide highly professional, comprehensive and objective investment and financial advice for both institutions and wealthy families. The Beacon Pointe family of companies, including BPA and BPWA, have over $9.5 billion in combined assets under management.

Number of Advisors:

80


Time in Business:

Founded in 2004


Offers Fiduciary Services:

Yes

Specialties:

Private Wealth Management Services, Institutional Consulting Services, Retirement Plan Consulting Services, Advisor Partnership Opportunities


Advisors Minimums:

$1,000,000 minimum investment.

Find the Right Los Angeles, CA Financial Advisor for You

Finding a top financial advisor firm in Los Angeles, California can be challenging. We have compiled top financial firms based on reviews and the firms with the most assets under management to help take the ‘guess work’ out of finding a financial advisor you can trust.

Think about it: smart money-management and taking measures to prepare for your future is one of the best investments you can make. That’s why choosing a financial advisor you can trust is one of the most important things you can do for a successful financial future.

Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies. This list of top financial advisor firms in the Los Angeles, California area can help you find an advisor who not only meets your unique needs but also helps you set your financial goals in motion.

*The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who:

  1. are headquartered in the U.S.
  2. submitted Form ADV to the Securities and Exchange Commission before or after Jan 1, 2017 and as of as May 1, 2018
  3. don't receive commissions
  4. have at least $100M in total AUM
  5. have offices in the Los Angeles or greater areas
  6. have 3.5/5 or higher company rating score based on reviews